See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,243 | $82,664+8.0% | $125,339-28.8% | $68,494+30.3% |
| Participation rate | 97.4% | 75.0%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | -16.13% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,358 | $3,381-59.8% | $4,814-71.8% | $2,596-47.7% |
| Participant deferral / active EE | $5,405 | $6,110-11.5% | $7,446-27.4% | $4,027+34.2% |
| Admin fee / account holder | $6,905 | $6,275+10.0% | $10,010-31.0% | $5,403+27.8% |